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iShares Short Maturity Bond ETF
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Overview Fund Activity

333 hedge funds and large institutions have $2.02B invested in iShares Short Maturity Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+5
Holders Change %
+1.52%
% of All Funds
5.31%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
41
Increased
99
Reduced
135
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$49.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$19.8M
3
FTUS
Flow Traders U.S.
New York
$13.8M
4
ICG
InterOcean Capital Group
Tennessee
$12.8M
5
EWA
EP Wealth Advisors
California
$8.35M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$188M
2
Jane Street
Jane Street
New York
$12.3M
3
SLF
Sun Life Financial
Ontario, Canada
$0
4
Morgan Stanley
Morgan Stanley
New York
$151M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$94.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
201
Beacon Pointe Advisors
California
$474K +$474K +9,498 New
LTI
202
Laffer Tengler Investments
Tennessee
$470K +$549 +11 +0.1%
WCM
203
Windsor Capital Management
Arizona
$463K -$101K -2,015 -18%
AWM
204
Axxcess Wealth Management
California
$462K +$462K +9,270 New
SFPG
205
Stonebridge Financial Planning Group
Florida
$461K +$461K +9,240 New
BCI
206
Brinker Capital Investments
Pennsylvania
$450K -$50.3K -1,009 -10%
OPS
207
Orion Portfolio Solutions
Nebraska
$450K -$50.3K -1,009 -10%
EH
208
Equitable Holdings
New York
$450K +$450K +9,019 New
NCM
209
Next Capital Management
New York
$448K – – –
PFT
210
Providence First Trust
Arizona
$444K +$4.99K +100 +1%
LFG
211
Larson Financial Group
Missouri
$441K – – –
EBWM
212
Eagle Bluffs Wealth Management
Missouri
$431K -$80.9K -1,621 -16%
CIAS
213
Capital Investment Advisory Services
North Carolina
$425K +$1.3K +26 +0.3%
PCMU
214
Paragon Capital Management (Utah)
Utah
$421K -$7.78K -156 -2%
RWA
215
Ropes Wealth Advisors
Massachusetts
$418K +$4.69K +94 +1%
SWP
216
Stratos Wealth Partners
Ohio
$418K -$5.09K -102 -1%
TF
217
Trek Financial
Arizona
$416K -$49.9K -1,000 -11%
GKWIM
218
Gerber Kawasaki Wealth & Investment Management
California
$414K -$211K -4,239 -34%
OAP
219
One Advisory Partners
Kansas
$410K +$410K +8,210 New
SG
220
Somerset Group
Minnesota
$407K – – –
NCM
221
New Capital Management
Texas
$405K +$405K +8,114 New
MM
222
Meridian Management
Arkansas
$398K – – –
WIM
223
Waycross Investment Management
Washington
$394K -$26K -522 -6%
LGA
224
Lebenthal Global Advisors
New York
$389K -$30.1K -604 -7%
BFEC
225
Benjamin F. Edwards & Company
Missouri
$385K +$7.83K +157 +2%
7 8
9
10 11